BerganKDV Wealth Management, LLC: LDP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BerganKDV Wealth Management, LLC on LDP, newest first. How the timeline and the estimate are built.
BerganKDV Wealth Management, LLC held 40,960 LDP shares at 2023-06-30 per its 13F-HR filed 2023-07-24.
the latest 13F is the newest step
- period ended2023-06-3013F 40,960 sharesChange vs previous 13F -106 shares
0.07% of the 13F portfolio, value $745,471.
13F-HR 0001660203-23-000004 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 41,066 sharesChange vs previous 13F +3,480 shares
0.08% of the 13F portfolio, value $732,616.
13F-HR 0001660203-23-000003 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 37,586 sharesChange vs previous 13F +2,973 shares
0.08% of the 13F portfolio, value $714,884.
13F-HR 0001660203-23-000001 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 34,613 sharesChange vs previous 13F +5,458 shares
0.07% of the 13F portfolio, value $626,000.
13F-HR 0001660203-22-000005 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 29,155 sharesChange vs previous 13F -713 shares
0.07% of the 13F portfolio, value $577,000.
13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 29,868 sharesChange vs previous 13F +5,644 shares
0.07% of the 13F portfolio, value $685,000.
13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 24,224 sharesChange vs previous 13F -634 shares
0.07% of the 13F portfolio, value $641,000.
13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 24,858 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $678,000.
13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).